Iag-Wealth-Partners

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "JOBY",
  "LTH",
  "ASB",
  "KTOS",
  "GDX",
  null,
  "MGEE",
  "FTAI",
  null,
  "EXAS",
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  "LYFT",
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  "QSR",
  "PBA",
  null,
  null,
  null,
  null,
  "FNDA",
  null,
  null,
  "OTTR",
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  "ABNB",
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  "MBC",
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  "ADBE",
  "BABA",
  "MAIN",
  null,
  "ALL",
  "GOOGL",
  "AXP",
  "GDXJ",
  null,
  null,
  "ASML",
  "T",
  "BLK",
  "QDEL",
  "CAT",
  null,
  "AVDE",
  "AVGO",
  "LOW",
  null,
  null,
  null,
  "AVEM",
  null,
  null,
  null,
  "BSX",
  "IAC",
  null,
  null,
  null,
  null,
  "DBEF",
  "CCI",
  "COF",
  "LE",
  null,
  null,
  null,
  null,
  "DUK",
  null,
  "NAVI",
  null,
  null,
  null,
  "QS",
  null,
  "EQH",
  null,
  "EOG",
  "UEC",
  null,
  null,
  null,
  "MATW",
  "AG",
  null,
  "FITB",
  null,
  null,
  "GD",
  "HD",
  "MCD",
  "INTU",
  null,
  null,
  null,
  null,
  "FBIN",
  null,
  "FE",
  "UNP",
  null,
  "QCOM",
  "SCCO",
  "FIP",
  null,
  null,
  null,
  null,
  "ITW",
  "GSIE",
  "AMAT",
  "EMR",
  null,
  "META",
  null,
  null,
  null,
  null,
  "IVW",
  null,
  null,
  "IJH",
  null,
  null,
  null,
  "TWIN",
  null,
  null,
  "LAC.TO",
  null,
  "CYBN",
  "BBUS",
  null,
  null,
  null,
  "KMI",
  null,
  "LHX",
  null,
  "LIN",
  null,
  null,
  null,
  null,
  null,
  null,
  "SILA",
  "DRS",
  "MA",
  null,
  "ACCO",
  "BMI",
  "MSFT",
  "MDLZ",
  "MS",
  "EXC",
  "FIS",
  "GE",
  null,
  null,
  "HRL",
  null,
  null,
  null,
  "ZIM",
  "DLN",
  "BX",
  "AMP",
  "FAST",
  "IJR",
  "IWD",
  "ORCL",
  "KHC",
  "NOC",
  "OKE",
  null,
  null,
  null,
  null,
  null,
  null,
  "IWF",
  null,
  null,
  "PYPL",
  "PEP",
  "IRM",
  null,
  "IEMG",
  null,
  "IVV",
  "PHM",
  "UNH",
  "AAPL",
  "SPY",
  null,
  "NVDA",
  "GS",
  "GEHC",
  "PLTR",
  "PRU",
  "PFE",
  null,
  "PG",
  "MRK",
  null,
  "VZ",
  "LPLA",
  "MPW",
  null,
  "AMGN",
  null,
  null,
  "ORA",
  "MSTR",
  null,
  null,
  "DGX",
  "PPG",
  "FNDX",
  null,
  "ROK",
  null,
  null,
  "SCHX",
  null,
  "NOW",
  "SHW",
  "SPG",
  "ROP",
  "O",
  "RIO",
  "SPDW",
  "GLD",
  null,
  null,
  null,
  null,
  "SPYG",
  null,
  "BP",
  null,
  "SPLG",
  null,
  "STLD",
  "SBUX",
  "TKO",
  "TXN",
  "TMO",
  "TJX",
  "TRV",
  "UAL",
  "UPS",
  "VNQ",
  "NEM",
  "AAP",
  "MET",
  "VXF",
  "RCL",
  "AVXL",
  "VOE",
  "SCHW",
  "NTLA",
  null,
  "PNW",
  null,
  "VWO",
  "VSS",
  null,
  "PRF",
  null,
  null,
  null,
  null,
  "VIG",
  null,
  null,
  null,
  null,
  "LCNB",
  null,
  null,
  "IEF",
  "TSM",
  null,
  "FSK",
  "VYM",
  "K",
  "EW",
  "VRT",
  "NFG",
  "MAT",
  "MSM",
  "MTN",
  "AEE",
  "WTS",
  "TOL",
  "ALB",
  "AMD",
  "SDY",
  "FI",
  "DOV",
  "F",
  "GNRC",
  "WEC",
  "DEO",
  "WM",
  "IWR",
  "NCLH",
  null,
  "GSLC",
  "CAH",
  "BKR",
  "EOLS",
  null,
  null,
  "IDXX",
  null,
  "UA",
  "RACE",
  "NVO",
  "VIGI",
  "AMZN",
  null,
  "IVE",
  null,
  null,
  "HOG",
  "SQM",
  "ESGD",
  null,
  "HII",
  null,
  null,
  "ELS",
  "EGP",
  "CEF",
  null,
  null,
  "RGA",
  "VEU",
  "VPL",
  "VGT",
  "VUG",
  "VLO",
  "VEA",
  "VGK",
  "VONE",
  "VBK",
  "BND",
  "VBR",
  "VB",
  "VOO",
  "VTV",
  "V",
  null,
  "WBD",
  "WMT",
  "WEN",
  "WELL",
  "WPM",
  "WMB",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "KLG",
  "WRAP",
  "WPC",
  "WYNN",
  "XEL",
  "YUM",
  null,
  "IUSG",
  "ZIMV",
  "SOLV",
  "LNT",
  "AVNS",
  null,
  "ORC",
  "OESX",
  "AEM",
  null,
  "SCHD",
  "ET",
  "SOFI",
  "DVY",
  null,
  "SCHF",
  "SCHA",
  "VAC",
  "LUMN",
  "INFY",
  "JCI",
  "SO",
  "TAK",
  null,
  "PSX",
  "CRM",
  null,
  null,
  "SYY",
  null,
  "IXUS",
  "MTUM",
  "LYB",
  "IUSV",
  null,
  "GEV",
  "ZBH",
  "DGRO",
  "MCK",
  null,
  "SPYV",
  "GWW",
  "ESGU",
  null,
  "FDX",
  "KMB",
  "ADP",
  "AVA",
  "BAC",
  "BBWI",
  "BMO",
  "BK",
  "BRK-B",
  "BAX",
  "BDX",
  "TECH",
  "BA",
  "BAH",
  null,
  "BHF",
  "BWA",
  "BMY",
  "CCJ",
  "CNI",
  "CPT",
  "CCL",
  "CNP",
  "CAKE",
  "CVX",
  "CHRD",
  "CMG",
  "CHD",
  "CTAS",
  "CSCO",
  "C",
  "KO",
  "CMCSA",
  "STZ",
  "CEG",
  "COST",
  "GLW",
  "CRGY",
  "CROX",
  "CVS",
  "CW",
  "DHR",
  "DELL",
  "DE",
  "DAL",
  null,
  null,
  "DFS",
  "RSP",
  null,
  "EFA",
  "ADI",
  "VOD",
  "IWB",
  "NEE",
  "NKE",
  "MAR",
  "QQQ",
  null,
  "IWM",
  "EPD",
  "MDY",
  "DIS",
  "ELV",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "PH",
  "MO",
  "ITOT",
  "VTI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-16
Total Holdings: 500
Total Value: 643364319
Accession Number: 0001104659-25-035534
Form Type: 13F-HR
CIK: iag-wealth-partners
Manager Name: Iag-Wealth-Partners

Data Enrichment

68% identified

342 identified158 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

500 positions • $643.4M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 9 of 25

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KIMBERLY CLARK CORP

KMB|494368103

Shares:560

Value:$79.6K

% of Portfolio:0.0% ($79.6K/$643.4M)

464287408

IVE|464287408

Shares:417

Value:$79.5K

% of Portfolio:0.0% ($79.5K/$643.4M)

3M CO

MMM|88579Y101

Shares:534

Value:$78.4K

% of Portfolio:0.0% ($78.4K/$643.4M)

47103U845

Shares:1.5K

Value:$78.2K

% of Portfolio:0.0% ($78.2K/$643.4M)

NETFLIX INC

NFLX|64110L106

Shares:82

Value:$76.5K

% of Portfolio:0.0% ($76.5K/$643.4M)

92189H730

Shares:2.3K

Value:$75.6K

% of Portfolio:0.0% ($75.6K/$643.4M)

67092P870

Shares:3.3K

Value:$73.6K

% of Portfolio:0.0% ($73.6K/$643.4M)

FISERV INC

FI|337738108

Shares:331

Value:$73.1K

% of Portfolio:0.0% ($73.1K/$643.4M)

81369Y209

Shares:500

Value:$73.0K

% of Portfolio:0.0% ($73.0K/$643.4M)

14020V108

Shares:2.2K

Value:$72.8K

% of Portfolio:0.0% ($72.8K/$643.4M)

46438F101

Shares:1.5K

Value:$71.6K

% of Portfolio:0.0% ($71.6K/$643.4M)

67092P607

Shares:1.9K

Value:$71.0K

% of Portfolio:0.0% ($71.0K/$643.4M)

464287309

IVW|464287309

Shares:754

Value:$70.0K

% of Portfolio:0.0% ($70.0K/$643.4M)

TJX COMPANIES INC /DE/

TJX|872540109

Shares:568

Value:$69.2K

% of Portfolio:0.0% ($69.2K/$643.4M)

Alibaba Group Holding Ltd

BABA|01609W102

Shares:515

Value:$68.1K

% of Portfolio:0.0% ($68.1K/$643.4M)

92204A702

VGT|92204A702

Shares:123

Value:$66.7K

% of Portfolio:0.0% ($66.7K/$643.4M)

KELLANOVA

K|487836108

Shares:800

Value:$66.0K

% of Portfolio:0.0% ($66.0K/$643.4M)

464287861

Shares:1.1K

Value:$65.6K

% of Portfolio:0.0% ($65.6K/$643.4M)

464287523

Shares:342

Value:$64.4K

% of Portfolio:0.0% ($64.4K/$643.4M)

THERMO FISHER SCIENTIFIC INC.

TMO|883556102

Shares:129

Value:$64.2K

% of Portfolio:0.0% ($64.2K/$643.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
KIMBERLY CLARK CORP(KMBcusip494368103)	560	QoQ 0.00% (+0) YoY +182.82% (+362)	All Managers (Combined)	$79.6K	0.0% ($79.6K/$643.4M)	QoQ +8.53% (+$6.3K) YoY +210.96% (+$54.0K)
(IVEcusip464287408)	417	QoQ -15.24% (-75) YoY +19.14% (+67)	All Managers (Combined)	$79.5K	0.0% ($79.5K/$643.4M)	QoQ -15.37% (-$14.4K) YoY +21.54% (+$14.1K)
3M CO(MMMcusip88579Y101)	534	QoQ 0.00% (+0) YoY -15.77% (-100)	All Managers (Combined)	$78.4K	0.0% ($78.4K/$643.4M)	QoQ +13.76% (+$9.5K) YoY +16.61% (-$11.2K)
(cusip47103U845)✕	1.5K	QoQ 0.00% (+0) YoY NEW(+1.5K)	All Managers (Combined)	$78.2K	0.0% ($78.2K/$643.4M)	QoQ 0.00% (+$1) YoY NEW(+$78.2K)
NETFLIX INC(NFLXcusip64110L106)	82	QoQ +2.50% (+2) YoY NEW(+82)	All Managers (Combined)	$76.5K	0.0% ($76.5K/$643.4M)	QoQ +7.23% (+$5.2K) YoY NEW(+$76.5K)
(cusip92189H730)✕	2.3K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$75.6K	0.0% ($75.6K/$643.4M)	QoQ -4.87% (-$3.9K) YoY -3.87% (-$3.0K)
(cusip67092P870)✕	3.3K	QoQ 0.00% (+0) YoY +18.47% (+517)	All Managers (Combined)	$73.6K	0.0% ($73.6K/$643.4M)	QoQ +1.85% (+$1.3K) YoY +19.62% (+$12.1K)
FISERV INC(FIcusip337738108)	331	QoQ 0.00% (+0) YoY +8.52% (+26)	All Managers (Combined)	$73.1K	0.0% ($73.1K/$643.4M)	QoQ +7.50% (+$5.1K) YoY +49.95% (+$24.3K)
(cusip81369Y209)✕	500	QoQ -10.39% (-58) YoY +56.25% (+180)	All Managers (Combined)	$73.0K	0.0% ($73.0K/$643.4M)	QoQ -4.89% (-$3.8K) YoY +54.42% (+$25.7K)
(cusip14020V108)✕	2.2K	QoQ +514.08% (+1.8K) YoY +514.08% (+1.8K)	All Managers (Combined)	$72.8K	0.0% ($72.8K/$643.4M)	QoQ +486.53% (+$60.4K) YoY +558.16% (+$61.8K)
(cusip46438F101)✕	1.5K	QoQ +154.83% (+929) YoY NEW(+1.5K)	All Managers (Combined)	$71.6K	0.0% ($71.6K/$643.4M)	QoQ +124.85% (+$39.7K) YoY NEW(+$71.6K)
(cusip67092P607)✕	1.9K	QoQ -3.74% (-72) YoY -15.69% (-345)	All Managers (Combined)	$71.0K	0.0% ($71.0K/$643.4M)	QoQ -11.88% (-$9.6K) YoY -22.28% (-$20.4K)
(IVWcusip464287309)	754	QoQ +6.19% (-44) YoY +2.58% (+19)	All Managers (Combined)	$70.0K	0.0% ($70.0K/$643.4M)	QoQ -2.90% (-$2.1K) YoY +12.77% (+$7.9K)
TJX COMPANIES INC /DE/(TJXcusip872540109)	568	QoQ 0.00% (+0) YoY -14.97% (-100)	All Managers (Combined)	$69.2K	0.0% ($69.2K/$643.4M)	QoQ +0.82% (+$563) YoY +2.11% (-$1.4K)
Alibaba Group Holding Ltd(BABAcusip01609W102)	515	QoQ +67.20% (+207) YoY +110.20% (+270)	All Managers (Combined)	$68.1K	0.0% ($68.1K/$643.4M)	QoQ +160.75% (+$42.0K) YoY +284.09% (+$50.4K)
(VGTcusip92204A702)	123	QoQ 0.00% (-0) YoY -38.19% (-76)	All Managers (Combined)	$66.7K	0.0% ($66.7K/$643.4M)	QoQ -12.77% (-$9.8K) YoY -36.06% (-$37.6K)
KELLANOVA(Kcusip487836108)	800	QoQ NEW(+800) YoY NEW(+800)	All Managers (Combined)	$66.0K	0.0% ($66.0K/$643.4M)	QoQ NEW(+$66.0K) YoY NEW(+$66.0K)
(cusip464287861)✕	1.1K	QoQ 0.00% (+0) YoY +3.01% (+33)	All Managers (Combined)	$65.6K	0.0% ($65.6K/$643.4M)	QoQ +11.79% (+$6.9K) YoY +7.69% (+$4.7K)
(cusip464287523)✕	342	QoQ +63.63% (+133) YoY NEW(+342)	All Managers (Combined)	$64.4K	0.0% ($64.4K/$643.4M)	QoQ +42.89% (+$19.3K) YoY NEW(+$64.4K)
THERMO FISHER SCIENTIFIC INC.(TMOcusip883556102)	129	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$64.2K	0.0% ($64.2K/$643.4M)	QoQ -4.35% (-$2.9K) YoY -14.38% (-$10.8K)